AgencyBloc AMS+ vs HealthSherpa

Salesforce Sales Cloud

eWay-CRM

NowCerts

Groove

ArboStar

charles

Compare AgencyBloc AMS+ and HealthSherpa based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

Discover the ultimate solution for tree care businesses with ArboStar. Streamline your operations, grow your business and provide exceptional customer service with this intuitive and easy-to-use cloud-based management platform. ArboStar offers a range of management tools to optimize your processes.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Activity Dashboard

Activity Tracking

Client Management

Collaboration Tools

Commission Management

Commission Statements

Compliance Management

Configurable Workflow

Contact Management

Customizable Fields

Dashboard

Document Management

For Insurance Industry

Insurance Management

Insurance Policy Management

Lead Capture

Lead Management

Life & Health

Mobile Access

Opportunity Management

Performance Metrics

Policy Management

Reminders

Reporting/Analytics

Sales Forecasting

Sales Pipeline Management

Sales Reports

AgencyBloc AMS+

Linux

Web-based

Windows

President

AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.

Some of the terms were strange, and that resulted in some of the functionality being lost.

Co-Owner

The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.

Office Manager

I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.

Officer

It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use.

Executive Vice President

I like the  continuous product improvements - most recently the addition of Outlook integration. We have also  very much enjoyed the strong customer/product support from AgencyBloc.

Partner

The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.

Support Specialist

The search feature will help us to answer agent questions quickly. We are very satisfied with AgencyBloc and would highly recommend it to anyone looking for a commission tracking software program.

Contracting & Commissions Coordinator

They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better.

Owner/Manager

Finding a product that fit so many aspects of what I was looking for was amazing.

Owner

It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder.

Owner 

I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb.

We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny.

Business Manager

User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas.

Running reports, searching for specifics, making changes, marketing, etc. The biggest negative is getting used to the email campaign system and limitations.

Agent

I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn't imagine living without it.

Vice President

This software program is outstanding. There are too many features to list however, the one that stands out the most is the commission tracker.

Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.

AgencyBloc AMS+ screenshot: Personalized Dashboard

AgencyBloc AMS+ screenshot: Individual Summary

AgencyBloc AMS+ screenshot: Automated Workflow

AgencyBloc AMS+ screenshot: Real-Time Analytics

AgencyBloc AMS+ screenshot: Commission Analytics

AgencyBloc AMS+ screenshot: Rx Collect - By centralizing all prescription and provider data within a single platform, Rx Collect removes manual data entry, ensures accuracy, and strengthens client relationships — ultimately driving retention and agency growth.

Freelancers

Large Enterprises

Mid Size Business

Small Business

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

Quotes/Estimates

Third-Party Integrations

HealthSherpa

Health Agent

Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.

Independent Licensed Agent

I also enjoy how easy it is to save your leads and upload documents for clients. I like the ability to maintain the leads and be able to maintain the accounts throughout the year.

Insurance Broker

It conveniently stores data history and client activity for my records. Customer support is always super helpful when I call in for help.

Owner/Officer

HealthSherpa is a great partner to save time and help to provide clients with the high level of customer service that I expect to give.

Sales Agent

What I liked most about this software is how much time I save helping individuals find the right policy.

Independent Agent 

When starting out in the Marketplace, this is THE go to product for newbies. Easy to use and direct access are fantastic.

Broker

At such a busy time over here this is very important. It consolidates all my carriers in one place and seamlessly connects to healthcare.gov.

Overall the experience was a great one. Made me  a lot of money, I will continue to use it and will recommend it.

I litterally stopped representing the carriers during open enrollment on the Marketplace last year. There were constant conflicts on the individual carrier sites.

I like how you can save your leads and see any requirements for healthcare.gov.

Managing Broker

Every transaction whether front end or back end is super easy to accomplish. Very intuitive interface that actually seems to work the first time.

business owner

This system is new to me but it has been very user friendly and quick to complete renewals and new applications. I would highly recommend it to Health Ins businesses.

Cost Effective, Easy to track/update carrier appointments, Easy to track clients, Doctor search function is a huge time saver.

Health Insurance Agent

Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password.

Difficult to manage your clients especially when the client is a shopper and changes their choices.

AgencyBloc AMS+ vs HealthSherpa Comparison (2026)

AgencyBloc AMS+

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives